MWM
Mission Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
12,830
-266
| -2% | -$52.5K | 0.05% | 181 |
|
|
2025
Q1 | $2.68M | Buy |
13,096
+96
| +0.7% | +$19.7K | 0.07% | 157 |
|
|
2024
Q4 | $2.98M | Sell |
13,000
-1,120
| -8% | -$257K | 0.07% | 136 |
|
|
2024
Q3 | $3.93M | Sell |
14,120
-101
| -0.7% | -$28.1K | 0.1% | 111 |
|
|
2024
Q2 | $3.55M | Buy |
14,221
+3,150
| +28% | +$787K | 0.09% | 116 |
|
|
2024
Q1 | $2.76M | Buy |
11,071
+183
| +2% | +$45.7K | 0.07% | 140 |
|
|
2023
Q4 | $2.52M | Buy |
10,888
+46
| +0.4% | +$10.6K | 0.08% | 120 |
|
|
2023
Q3 | $2.69M | Buy |
10,842
+68
| +0.6% | +$16.9K | 0.1% | 105 |
|
|
2023
Q2 | $2.59M | Sell |
10,774
-148
| -1% | -$35.5K | 0.1% | 106 |
|
|
2023
Q1 | $2.75M | Buy |
10,922
+8
| +0.1% | +$2.02K | 0.12% | 102 |
|
|
2022
Q4 | $2.9M | Buy |
10,914
+2,096
| +24% | +$556K | 0.14% | 93 |
|
|
2022
Q3 | $2.28M | Buy |
8,818
+123
| +1% | +$31.8K | 0.12% | 100 |
|
|
2022
Q2 | $2.2M | Buy |
8,695
+162
| +2% | +$41.1K | 0.12% | 96 |
|
|
2022
Q1 | $2.5M | Sell |
8,533
-187
| -2% | -$54.9K | 0.12% | 97 |
|
|
2021
Q4 | $2.87M | Sell |
8,720
-229
| -3% | -$75.3K | 0.13% | 84 |
|
|
2021
Q3 | $2.72M | Buy |
8,949
+127
| +1% | +$38.7K | 0.14% | 79 |
|
|
2021
Q2 | $2.37M | Sell |
8,822
-397
| -4% | -$107K | 0.13% | 86 |
|
|
2021
Q1 | $2.08M | Buy |
9,219
+234
| +3% | +$52.7K | 0.12% | 88 |
|
|
2020
Q4 | $2M | Sell |
8,985
-550
| -6% | -$122K | 0.12% | 83 |
|
|
2020
Q3 | $2.05M | Sell |
9,535
-115
| -1% | -$24.8K | 0.15% | 71 |
|
|
2020
Q2 | $1.71M | Sell |
9,650
-42
| -0.4% | -$7.43K | 0.15% | 79 |
|
|
2020
Q1 | $1.34M | Sell |
9,692
-816
| -8% | -$113K | 0.15% | 83 |
|
|
2019
Q4 | $1.61M | Sell |
10,508
-80
| -0.8% | -$12.3K | 0.16% | 86 |
|
|
2019
Q3 | $1.53M | Buy |
10,588
+14
| +0.1% | +$2.02K | 0.16% | 78 |
|
|
2019
Q2 | $1.51M | Buy |
10,574
+34
| +0.3% | +$4.86K | 0.17% | 74 |
|
|
2019
Q1 | $1.39M | Buy |
10,540
+530
| +5% | +$69.9K | 0.16% | 76 |
|
|
2018
Q4 | $1.03M | Sell |
10,010
-1,560
| -13% | -$161K | 0.13% | 84 |
|
|
2018
Q3 | $1.26M | Buy |
11,570
+12
| +0.1% | +$1.3K | 0.17% | 78 |
|
|
2018
Q2 | $1.14M | Buy |
11,558
+12
| +0.1% | +$1.19K | 0.17% | 77 |
|
|
2018
Q1 | $1.13M | Hold |
11,546
| – | – | 0.18% | 67 |
|
|
2017
Q4 | $1.07M | Buy |
11,546
+920
| +9% | +$85.4K | 0.18% | 60 |
|
|
2017
Q3 | $911K | Hold |
10,626
| – | – | 0.17% | 71 |
|
|
2017
Q2 | $897K | Hold |
10,626
| – | – | 0.17% | 68 |
|
|
2017
Q1 | $909K | Hold |
10,626
| – | – | 0.18% | 66 |
|
|
2016
Q4 | $827K | Buy |
+10,626
| New | +$827K | 0.16% | 66 |
|